Use when a Lightning Web Component needs to let a parent inject markup into predefined regions using `<slot>` — default and named slots, `slotchange` wiring, fallback content, and…
When and how to design CustomEvent traffic out of an LWC — bubbles / composed / cancelable flag choices, detail payload shape, naming rules, and propagation control.
Use when embedding OmniScripts in Lightning Web Components, registering custom LWC elements inside OmniScript screens, or calling OmniScript/Integration Procedures from LWC.
Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata…
Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations.
Use when sending emails, in-app bell notifications, SMS, or Slack messages from Salesforce Flow. Trigger keywords: 'send email action', 'custom notification', 'bell icon', 'Send…
Use when designing or reviewing `lightning-datatable` usage in Lightning Web Components, including column configuration, stable `key-field` values, inline editing, row actions,…
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and…
Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop…
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups.
Use when setting up debug logs and trace flags, reading Apex log output and log levels, running queries in the Developer Console, executing anonymous Apex, or using the Apex…
Verifying Salesforce deployments succeeded end-to-end after metadata lands in the target org. Covers validation deploys (checkOnly), quick deploy from validated IDs, Apex test…
Use when conducting a formal Salesforce Well-Architected Framework (WAF) review of an org or solution design.
Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams with one lane per actor (user, system, integration, customer), explicit decision…
Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions &…
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery…
Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans.
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap.
Publish and subscribe to Platform Events from Flow for async decoupling, high-volume triggers, and cross-org signaling. NOT for regular DML-triggered flows.
Use when generating customer- or stakeholder-facing release notes from git history, Jira/ADO ticket links, and Salesforce metadata diffs at deploy time.
Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why…
Step-by-step setup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and…
Use when a Salesforce metadata deployment fails and you need to diagnose and fix the error. Trigger keywords: 'deployment failed', 'component failure', 'dependent class is…
Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder.
Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox.
Use when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom…
Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team',…
Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration…
Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience.
2GP managed package development: creating managed packages with Dev Hub and Salesforce CLI, semantic versioning, patch versions, namespace linking, ISV AppExchange listing, and…
Optimize Get Records elements in Flow: filter sharpness, field selection, sort-and-limit placement, caching via formula resources, and avoiding repeated queries in loops.
Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance.
Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder.
Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for…
Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs.
Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce.
Use when planning, sequencing, or executing the final cutover to production for a Salesforce implementation or major release.
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover.
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization,…
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective.
Design SOQL, filters, reporting, and indexes against Shield Platform Encryption fields. Trigger keywords: Shield Platform Encryption, encrypted field query, probabilistic vs…
Use when designing or reviewing Lightning Web Components for keyboard access, semantic labeling, focus management, screen-reader behavior, and WCAG-aligned UX in Salesforce.
Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.
Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality.
Use when designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete,…
Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity…
Share state across LWCs using pub/sub, Lightning Message Service, @wire, and reactive stores. NOT for in-component reactivity.
Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar…
Enforce change quality via PR templates, required reviews, metadata ownership, and automated checks. NOT for branching model selection.
Strategy layer for resilient Apex HTTP callouts: bounded retry with backoff, queueable async retry chains, circuit-breaker via Platform Cache, idempotency keys, dead-letter…
Architecture decision framework for choosing between OmniStudio and the standard Salesforce platform (Screen Flow, LWC, Apex) for guided UI and data orchestration use cases.
Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting.
Model and verify unlocked package dependencies, version pinning, and promotion. NOT for 1GP managed packages.
Designing Omni-Channel capacity models for service orgs: agent capacity allocation, channel weighting (cases, chats, calls), skills matrix design, overflow strategy, presence…
Force or orchestrate sharing recalculation after bulk data loads, rule changes, or user/role reorgs so row access catches up with policy.
Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro…
Salesforce Shield Field Audit Trail: configuration, retention policies, querying archived field data, compliance requirements.
Use when an LWC needs a stable, typed handle to a specific DOM element it owns — focusing inputs, imperatively validating a known form field, invoking a `@api` method on a child…
Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations…
Use when writing, reviewing, or designing Apex triggers. Triggers: 'trigger', 'trigger handler', 'trigger framework', 'recursion', 'before insert', 'after update', 'one trigger…